Create a layby

Create a layby

Overview

A layby allows partial payments/payments in installments for a product or products. However, ownership is not yet transferred to the customer. Typically, stores will keep the products in layby until the balance is fully paid.

Laybys in Cin7 Omni do two things:

  1. Remove the item or items from stock available to a holding location called "laybys". This ensures the product cannot be sold again.

  2. Stores and tracks payments made against a transaction.

 

When the final payment is made, the layby will be converted into a sale.

Create a layby

  1. Select the menu icon in the top left, and from the Laybys section, select New Layby.

  2. Add a customer to the transaction by either creating a new customer or selecting an existing one.
    A customer must be applied to a transaction to make a layby.

  3. Add the product(s) to the layby.

  4. Select Pay to add the first payment to the transaction.

  5. In the tendered amount field, add the first payment amount (this amount should be a price lower than the total price to be paid).

  6. Select payment method from the available options

  7. Select Finish Layby. The layby will now be saved.

If required you can proceed to print the Layby by selecting OK when the confirmation box pops up, then select Print.

FAQs

Can I make a sale and a layby in the same transaction?

No. Because sales and laybys are two different transaction types, you must make two different transactions for sales and laybys.

Is a layby the same as opening a customer account?

Not exactly.  When a customer opens an account, they will typically take the goods with them and you will offer an invoice with payment terms attached. This can be done in the POS but through a different method.

We don't use laybys; can we remove it from the POS menu?

Laybys are typically used in Australia and New Zealand.  If you'd like it removed from the POS menu, contact Cin7 Omni Support

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